Client Administrator

Job Description

As Client Administrator, your responsibilities will include among others: provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Key Responsibilities

• Working closely with the aligned Investment Managers to deliver excellent client outcomes.
• Building relationships with clients and maintain regular contact.
• Maintaining back-office systems and client records in line with the company policies.
• Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
• Preparation of meeting packs and valuations 
• Assist investment managers in the preparation of new business pitches and presentations 
• Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients 

Qualifications

To be successful in this role, you should

• Have previous experience working in an administrative role within financial services industry within Financial Planning and/ or Wealth Management is essential 
• Have experience working with financial products is essential 
• Strong administrative experience is essential 
• A strong ethic of client service.
• Ability to work under pressure and to prioritise work.
• Excellent communication skills, influencing and organisational skills.

Professional Qualifications and Education

• Excellent standard of education, ideally degree qualified but not essential.

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.